Who can filter participants in a study?
Analysts and Moderators can filter participants by pre-defined segments, advanced criteria, or individual selection to analyze responses. These filtering options can be used to create Smart Segments.
Method 1: Filter Participants by Segments
Use this method to quickly filter your Study view by pre-defined Basic Segments or Smart Segments.
Navigate to the Study and select the Summary tab
Click Segments
Select the relevant segment(s) from the dropdown menu list
Select your desired matching logic:
Match Any: Displays participants who meet at least one of the selected segment conditions
Match All: Displays only participants who meet all of the selected segment conditions simultaneously
After completing the above steps the Summary tab updates immediately to display data corresponding to the selected segment filters.
Method 2: Filter Participants by Advanced Criteria or Specific Selection
Use this method to filter participants based on specific user attributes, create new Smart Segments, or manually choose individual participants.
Navigate to the Study and select the Summary tab
Click Filters
In the pop-up, select one of the following tabs:
Advanced Filters: Select specific participant attributes or existing Smart Segments to define your filtering criteria
Select Participants: Manually select participants from the participant list to include them in the filtered view
Click Filter to apply your selections
(Optional) If filtering via the Advanced Filters tab, click Save as Smart Segment to save your selected attributes as a Smart Segment for future use.
When the above steps are completed, the Study view refreshes to display data exclusively for the participants matching your advanced filter criteria or manual selection.
Filtering Participants Within an Activity
In addition to filtering at the Study level, Analysts and Moderators can apply these exact segment and attribute filters directly within an individual Activity:
Open the specific Activity
Navigate to the Activity's Responses tab to access the Activity Response Stream
Use the Segments or Filters options at the top of the stream to isolate responses from specific segments or advanced filtering options
Still have questions?
If you have questions or feedback about this article, contact the Recollective Helpdesk at [email protected].